UPilot
Unified CRM Sales Execution
UPilot is a CRM platform positioned as an industry-specific operating system for management companies, logistics, telecom, and clinical research. It combines sales pipeline management, support, analytics, meeting scheduling, e-signature, and marketing features in a single system, replacing separate tools for marketing automation, voice calling, event scheduling, document signing, and deal tracking. AI is used for document extraction, workflow configuration, and reporting.
Core capabilities include support request management via email or live chat, auto-generated analytics reports, meeting schedulers, e-signature and document sharing, and marketing features. Industry-specific modules cover minutes-of-meeting automation and compliance intelligence for management companies, subscription lifecycle tracking and AI call summaries for telecom, FCL/LCL quote automation with CargoWise integration for logistics, and study lifecycle tracking with regulatory reporting for clinical research. The platform runs on AWS infrastructure with GDPR compliance and data localisation.
UPilot is aimed at teams seeking to consolidate multiple tools into one system. Pricing is structured around activation and setup, with a focus on transparent licensing rather than per-contact charges; specific plan details and seat or usage terms are not stated on these pages.
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